Advance Your Career at Planstin

Located in Southern Utah, Planstin is at the forefront of benefits administration and business services. We simplify health insurance for employers and individuals, emphasizing cost-effectiveness and excellent service in a complex market. As our company grows, we’re looking for talented individuals eager to progress in their careers.

About the role

We are expanding our Benefit Manager team and looking for a skilled account executive to join our growing company. A Benefit Manager is responsible for building and maintaining relationships with our clients, ensuring their satisfaction with our services, and identifying opportunities for growth. They will conduct regular check-ins with clients and address inquiries, resolve issues, and prepare them for successful contract renewals. This role is for you if you enjoy client facing work, building and maintain rapport, and managing multiple accounts. This position is based out of the following areas;

• St. George, Utah
• Dallas-Fort Worth Metroplex

What you'll do

• Serve as the primary point of contact for assigned clients, responding to inquiries and resolving issues in a timely and professional manner.
• Manage onboarding of new clients, ensuring all their specifications are met, open enrollment runs smoothly, and they have a positive introduction to our services.
• Conduct regular check-ins with clients to review their account status, address any concerns, and identify opportunities for upselling additional services.
• Collaborate with internal teams to develop customized solutions that meet each client's unique needs.
• Provide ongoing training and support to clients on the use of our products and services.
• Monitor and analyze client usage data to identify trends and opportunities for improvement.
• Prepare each client for a successful renewal, implementing enhancements where possible.
• Develop and maintain a deep understanding of our industry and competitive landscape to effectively position our services and differentiate us from our competitors.
• Maintain accurate records of client interactions and sales activity in our CRM system.

Qualifications

• Bachelor's degree in business, marketing, or a related field or equivalent experience.
• Life + Health Insurance License required within the first 60 days of employment. Planstin will cover the costs for you to test and obtain study material to prepare.
• 3+ years of experience in a client-facing account management role.
• Strong communication, interpersonal, and problem-solving skills.
• Ability to multitask, prioritize, and manage time effectively.
• Proven track record of meeting or exceeding sales targets.
• Familiarity with health insurance administration and regulations preferred.
• Proficiency in CRM software and Microsoft Office

Planstin's Employee Benefits:

• As a Benefit Manager at Planstin Administration, you will earn a competitive compensation package expected to start at a $60,000-$65,000 base salary and generous commission structure based on new customers and retention. Total annual compensation could be $70,000+.
• 12 paid holidays plus 3 weeks of paid time off to balance work and life.
• Comprehensive insurance coverage including health, dental, vision, and accident plans tailored for your well-being.
• Invest in your future with a 401k plan backed by a solid 4% match from us.
• Free snacks and regular lunches available onsite.